<div id="readability-page-1">We came across a bullish thesis on Graco Inc. on FluentinQualitys Substack. In this article, we will summarize the bulls’ thesis on GGG. Graco Inc.’s share was trading at $83.98 as of July 31st. GGG’s trailing and forward P/E were 29.78 and 28.41, respectively according to Yahoo Finance. <div id="attachment_1205757"><img src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/15171856/GGG-insidermonkey-1697404733626-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4NTYyODgwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="830" height="465" original-src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/15171856/GGG-insidermonkey-1697404733626-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4NTYyODgwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA"/>A technician in a factory controlling the production of fluid and powder materials.</div> Graco is a quiet yet dominant leader in the fluid handling industry, engineering precision equipment that moves, measures, and controls fluids across a wide range of applications. Its narrow focus on specialized segments—such as paint spraying, lubrication systems, industrial pumps, and process equipment—has allowed it to deeply entrench itself across diverse industries, including automotive, construction, food processing, energy, and manufacturing. Graco’s systems are not mere tools; once integrated into production lines, they become indispensable infrastructure. This stickiness results from high reliability, material-specific design, and a customer-centric service model that minimizes downtime. Customers rarely switch, and the installed base grows over time, supporting a recurring revenue stream through aftermarket parts, servicing, and system upgrades. Growth is driven both organically—through innovation and geographic expansion—and through bolt-on acquisitions that deepen Graco’s niche dominance. Each sale opens the door to long-term value, with cross-selling opportunities across sectors and regions. The company operates globally, yet succeeds locally by maintaining close customer proximity via strong distribution, on-site support, and deep relationships with equipment integrators. Financially, Graco demonstrates impressive discipline: strong gross margins, low capital needs, high free cash flow, and minimal debt. It avoids financial engineering, compounding steadily through operational execution. Long-term industrial trends—including automation, environmental regulation, and demand for efficiency—serve as secular tailwinds, reinforcing Graco’s relevance. As industries modernize, Graco’s embedded solutions often remain for decades. Unlike companies chasing rapid cycles, Graco builds for endurance—with products that last, customers that stay, and revenue that expands quietly. Where others sell equipment, Graco sells precision—and becomes an integral part of the process. Previously, we covered a bullish thesis on Graco Inc. (GGG) by Stock Analysis Compilation in December 2024, which highlighted its premium fluid handling products, strong margins, and resilient parts business. The company’s stock price has remained flat since our coverage. The thesis still stands as Graco’s pricing power and durable demand persist. FluentinQuality shares a similar view but emphasizes operational embeddedness and compounding discipline. Graco Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 30 hedge fund portfolios held GGG at the end of the first quarter which was 26 in the previous quarter. While we acknowledge the risk and potential of GGG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GGG and that has 10,000% upside potential, check out our report about this cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. 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固瑞克

固瑞克（Graco Inc.，股票代碼：GGG）在一份看漲的投資論述中被強調，突顯其在流體處理行業的強大地位，目前股價為 83.98 美元。該公司受益於高可靠性和以客户為中心的服務模式，通過售後服務實現了經常性收入。固瑞克的財務紀律體現在其強勁的利潤率和低負債上。儘管該論述保持積極，但報告指出，人工智能股票可能提供更高的回報潛力。固瑞克並不在前 30 名對沖基金的最愛之中，截至第一季度末，有 30 個投資組合持有 GGG

固瑞克公司（GGG）：看漲案例理論